15min chapter

The Meb Faber Show - Better Investing cover image

RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537

The Meb Faber Show - Better Investing

CHAPTER

Navigating Market Sentiment and Adapting Investment Strategies

The chapter delves into navigating equity markets through sentiment analysis, emphasizing the importance of adapting investment strategies amidst changing market dynamics post-COVID. It discusses factors like historical correlations, sector drivers, valuation forecasts, and the influence of sentiment on market movements. Insights are shared on market drivers, the debate around market multiples, and the impact of new information like inflation moderating on significant market moves.

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